Knowledge and Insight

Watch this video for an introduction to the key themes and some new developments in our quarterly Investment Insights from Rathbones’ co-chief investment officer Edward Smith.

The AGM will be held at our London head office at 8 Finsbury Circus, London EC2M 7AZ, on Thursday 5 May 2022 at 09:30am.

Feeling an uncomfortable sense of déja vu? Listen to Rathbones’ co-chief investment officer Edward Smith explain why we don’t see an economic rerun of the 70s.

Why we don’t see an economic rerun of the 70s: a preview of the lead article in this quarter's Investment Insights, which is coming soon.

The 1970s suddenly seem relevant again given soaring oil prices, high inflation and rising interest rates. But we’re not expecting a rerun of 1970s-style spiralling prices, sputtering economic growth and weak equity market returns.

In his latest quarterly update video, Rathbones’ co-chief investment officer Edward Smith explains how we are mapping the way through the war in Ukraine.

When terrible events like those in Ukraine happen, we need a map to see our way through. Our analysis helps us map the likely paths economies could take from here.

US tech firms have played a dominant role in driving stock market returns for several years. Co-chief investment officer Ed Smith asks: will future innovation continue to be concentrated in America? And where should investors look to for the next wave of tech innovation?

Acclaimed, bestselling Irish novelist Colm Tóibín was tonight awarded the 2022 Rathbones Folio Prize for his novel The Magician, a haunting, intimate portrait of the exiled German Nobel winner Thomas Mann.

This year has been grim so far, yet equities recovered much of their losses last week. Meanwhile, oil prices are all over the place and COVID-19 is wreaking havoc in the East.

Commodity markets are fuelling further inflation and putting global growth at risk. Central banks have shown they want to unwind years of emergency monetary policy regardless, sending bond yields higher.

Equities – which markets?